Bessemer Group
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Bessemer Group’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Bessemer Group’s Portfolio AOA Stock Details AOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$660K Buy
+6,759
New +$645K ﹤0.01% 1095
2023
Q1 		– Sell
-27
Closed -$2K – 1904
2022
Q4 		$2K Buy
+27
New +$1.6K ﹤0.01% 1758

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
EIG
Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Bessemer Group's AOA Position: Q2 2026 in Review

Bessemer Group opened a new position in iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q2 2026: 6,759 shares worth $660K. The stake represents ﹤0.01% of the portfolio and ranks #1095 among its holdings. This is a return to the name: Bessemer Group previously reported a position in AOA as recently as Q4 2022.

Bessemer Group first reported a position in AOA in Q4 2022 and has held it in 2 quarters since. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Bessemer Group held 6,759 shares of iShares Core 80/20 Aggressive Allocation ETF worth $660K as of Q2 2026.
  • iShares Core 80/20 Aggressive Allocation ETF was a new Bessemer Group position in Q2 2026.
  • iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of Bessemer Group's portfolio in Q2 2026, its #1095 holding.
  • Bessemer Group first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2022 and has held it in 2 quarters since.
  • 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.